Birmingham Lake

"Wealth is not his that has it, but his that enjoys it"

-Benjamin Franklin

Traveling in the Alps

"Wealth consists not in having great possessions, but in having few wants"


Traveling in Crete

"Time is the most valuable thing a man can spend"

- Laertius Diogenes

Morris Dancing Birmingham

"The glow of one warm thought is to be worth than money."

-Thomas Jefferson

Alan Moran Independent Financial Adviser Birmingham

"I don't care too much for money for money can't buy me love"

- The Beatles

Traveling in the Red Sea

"Simple, genuine goodness is the best capital to found the business of this life upon. It lasts when fame and money fail, and it is the only riches we can take out this world with us."

-Louisa May Alcott, Little Men

cliffs of dover

"And though I have the gift of prophecy, and understand all mysteries, and all knowledge, and though I have all faith, so that I could remove mountains, and have not charity, I am nothing."

-St. Paul

Finance in the Big City

"Not he who has much is rich but he who gives much"

-Erich Fromm

Birmingham UK Sunset

"Life is what happens to you while you are busy making other plans"

-John Lennon

Travels - A well lived life

"I pity that man who wants a coat so cheap that the man or woman who produces the cloth shall starve in the process"

-Benjamin Harrison

Financial Advice for Investment Planning

Sylvia and her late husband Malcolm came to me in 1992 when they were concerned with the state of their finances and investments. We immediately formed a bond and they have remained friends and clients since. When Malcolm retired in 2002, he discovered that his pension from his employer of thirty years was in deficit and he would receive nothing. I took up the mantle and eventually funds were paid out from the Pension Protection Fund, though tragically Malcolm died without knowing the successful financial outcome. Sylvia is now 77 and is a small investor, which many IFAs would turn away.

"Working with Alan has allowed me me to have a more comfortable retirement"

Sylvia - Birmingham

Alan took over from another financial advisor and I was looking for ways forward with our finances. Alan explained our options clearly and in a way that made sense to the both of us. We wanted to achieve a clear plan for our finances going forwards, given that we were both planning for our retirements.
It was important that we felt that the advice we received was explained clearly and concisely and that we felt that we were more than just a customer but were valued for what we were looking to do. Alan became more than our financial advisor and became a trusted friend to me and my family. We had tried to do things by ourselves. I value the personal touch that Alan and Interface Financial planning bring. Alan supported us very well through the difficult time of Malcolm’s pension issues and beyond.
The whole life planning was a surprise and this was an additional service that was greatly appreciated. I am more than satisfied – the service provided has been above and beyond what I could have expected.

Working with Alan has allowed me to have a more comfortable retirement. Alan has dealt with pensions and taxes which would have been difficult and stressful for me to try and cope with myself. The peace of mind of having things sorted out cannot be underestimated. I have already, and will continue to recommend Alan to friends and family. He gives excellent advice in a way that people can understand. He is able to offer a range of services and makes you feel that, even with small investments, nothing is too much trouble and that you are a valued part of his business, not just a customer.




Note from Alan

While Sylvia does not have a computer herself, she was determined to help us continue to provide her with financial advice, so she arranged for her son to register her on our Personal Finance Portal and to organise online banking. Managing her affairs online and eliminating paperwork ensures that we can continue to help her indefinitely. Sylvia is a wonderful person and it has been a privilege to help her and have her as a client and friend.

Readers should not rely on, or take any action or steps, based on anything within these case studies without first taking appropriate advice. Interface Financial Planning Ltd cannot be held responsible for any decisions based on the content of these case studies where such advice has not been sought or taken.

All clients are unique, and advice provided is specific to their circumstances. The details provided in each case study are limited and you should not assume that the advice provided would apply to you because your circumstances may be very different.
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